Cisco IP SoftPhone

Downloads Associating Users with CTI Ports

Document ID: 6160

Introduction

This document will explain how to associate a CTI port to a user's account. Attaching a CTI port to a user's account allows the user to have a "controlled line" in SoftPhone. These lines are the equivalent of each extension that might appear on a conventional phone.

This document is part of a document set. For information on the rest of these documents, consult the index for this set: Installing and Configuring Cisco IP SoftPhone.

This document uses the Default Device Pool. In addition, all Locations are set to <None>, all Calling Search Spaces are set to <None> and all Partitions are set to <None>. Please make sure to adapt these fields' values to your topology when appropriate.

Prerequisites

Requirements

Readers of this document should be knowledgeable of these topics:

• Cisco CallManager Administration

• Windows 2000 Terminal Services

Components Used

The information in this document is based on these software and hardware versions:

• Cisco CallManager version 3.0 (revision 6 or later)

• Cisco CallManager 3.1 requires IP SoftPhone version 1.2 or later

• Windows 95, Windows 98, Windows NT 4.0 (SP4 or greater), or Windows 2000

The information in this document was created from the devices in a specific lab environment. All of the devices used in this document started with a cleared (default) configuration. If your network is live, make sure that you understand the potential impact of any command.

Conventions

For more information on document conventions, refer to the Cisco Technical Tips Conventions.

Opening Cisco CallManager Administration

Enter the URL: http://servername/ccmadmin, where servername is either the name or IP address of your Cisco CallManager system, in order to open the Cisco CallManager Administration page. Log in as a user with Administrator privileges.

Using the Search Function in the Global Directory

Follow these steps to use the search function.

1. Go to User > Global Directory.

   

   This opens the User Search page.

   

2. Type the name of the user you want to associate with a CTI Port and click Search.

   

3. This brings up the Find and List Users window. Click the person's name.

   

   The page refreshes and brings up the Update User Information page.

   

Assigning Devices to Users

Follow these steps to assign devices to users:

1. Click Associate Devices. The page refreshes and brings up the User Device Assignment page.

   

2. Click Select Devices. If your system has a large number of devices you may want to use a filter to search. Devices may be searched by device name or extension number, in a similar fashion to the Advanced User Search.

   

   

3. Enable the checkbox next to the Cisco IP Phone icon and click Update and then Insert.

   Devices with multiple extensions associated with them appear multiple times in the list. Checking one of these entries causes the others to also be selected also.

   When a device is checked, a radio button appears next to the extension allowing that extension to be selected as the primary one for that user. If multiple lines are desired, do not mark a primary line. If left marked, Softphone will bring up the primary extension as the only controlled line.

   

4. Once you have finished associating devices, click Update to add the information, or click Personal Information to see the user's information.

   Clicking Update will bring up a window that looks something like this:

   

   You have now completed this task. Return to the index page.

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